Lincoln National Corp’s Alleghany Corp Y Stock Holding History

Lincoln National Corp’s Portfolio Y Stock Details Y Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-354	Closed	-$297K	–	993
2022 Q3	$297K	Sell	354 -222	-39%	-$186K	0.01%	661
2022 Q2	$480K	Hold	576	–	–	0.01%	489
2022 Q1	$488K	Buy	576 +123	+27%	+$85.2K	0.01%	532
2021 Q4	$302K	Hold	453	–	–	0.01%	707
2021 Q3	$283K	Hold	453	–	–	0.01%	706
2021 Q2	$302K	Hold	453	–	–	0.01%	663
2021 Q1	$284K	Hold	453	–	–	0.01%	634
2020 Q4	$273K	Hold	453	–	–	0.01%	607
2020 Q3	$236K	Hold	453	–	–	0.01%	576
2020 Q2	$222K	Hold	453	–	–	0.01%	579
2020 Q1	$250K	Buy	453 +4	+0.9%	+$2.88K	0.01%	483
2019 Q4	$359K	Buy	449 +21	+5%	+$16.4K	0.01%	461
2019 Q3	$341K	Hold	428	–	–	0.01%	426
2019 Q2	$292K	Hold	428	–	–	0.01%	426
2019 Q1	$262K	Hold	428	–	–	0.01%	418
2018 Q4	$267K	Sell	428 -2	-0.5%	-$1.23K	0.01%	373
2018 Q3	$281K	Hold	430	–	–	0.01%	376
2018 Q2	$247K	Buy	430 +2	+0.5%	+$1.17K	0.01%	406
2018 Q1	$263K	Sell	428 -428	-50%	-$258K	0.01%	399
2017 Q4	$510K	Buy	856 +428	+100%	+$244K	0.02%	365
2017 Q3	$237K	Hold	428	–	–	0.01%	363
2017 Q2	$255K	Hold	428	–	–	0.01%	295
2017 Q1	$263K	Hold	428	–	–	0.01%	274
2016 Q4	$260K	Hold	428	–	–	0.01%	251
2016 Q3	$225K	Hold	428	–	–	0.01%	261
2016 Q2	$235K	Hold	428	–	–	0.01%	237
2016 Q1	$212K	Buy	+428	New	+$202K	0.01%	223

Other funds holding Y

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lincoln National Corp's Y Position: Q4 2022 in Review

Lincoln National Corp sold out of Alleghany Corp (Y) in Q4 2022, closing a stake of 354 shares — an estimated $297K sold.

Lincoln National Corp first reported a position in Y in Q1 2016 and held it in 27 quarters. The position peaked at $510K in Q4 2017. 2 funds tracked by Wall St. Rank hold Y as of Q4 2022.

Lincoln National Corp reported no remaining Alleghany Corp position as of Q4 2022 after selling out during the quarter.
Lincoln National Corp sold 354 Alleghany Corp shares in Q4 2022, an estimated $297K.
Lincoln National Corp first reported a position in Alleghany Corp in Q1 2016 and held it in 27 quarters.
Lincoln National Corp's Alleghany Corp position peaked at $510K in Q4 2017.
2 funds tracked by Wall St. Rank held Alleghany Corp as of Q4 2022.

Based on Lincoln National Corp's 13F filing for Q4 2022, filed 8 Feb 2023.